Teamwork Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-54,832
Closed -$3.21M 210
2023
Q1
$3.21M Buy
+54,832
New +$3.21M 0.59% 38
2021
Q4
Sell
-12,430
Closed -$763K 309
2021
Q3
$763K Sell
12,430
-488
-4% -$30K 0.15% 118
2021
Q2
$794K Sell
12,918
-67,738
-84% -$4.16M 0.16% 111
2021
Q1
$4.96M Sell
80,656
-184,682
-70% -$11.4M 1.16% 14
2020
Q4
$16.3M Buy
265,338
+52,826
+25% +$3.25M 3.89% 5
2020
Q3
$13.2M Buy
212,512
+172,818
+435% +$10.7M 4.09% 5
2020
Q2
$2.47M Buy
+39,694
New +$2.47M 0.88% 21